Benefits
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Video
Register for Live Help
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Video
Workflow Track Other Resources
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Video
Benefits Field Defaults
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Video
Benefits User Visibility Profile
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eDoc
5 Epic Benefits Reports for Data Cleanup
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AU Course
Applied Benefits Designer Configuration - Epic Integration
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AU Course
Working with Activities and Tasks (Benefits)
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Job Aid
Insured Client Document Upload
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AU Course
Creating Requests for Proposal
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AU Course
Presenting to Clients - Introduction
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AU Course
Applied Benefits Designer Configuration - Branding
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AU Course
Creating a New Proposal
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AU Course
Applied Benefits Designer Configuration - Add or Maintain Carriers
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Video
Top 5 Reasons to Sync Applied Epic and Applied Benefits Designer
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Job Aid
End-of-Quarter Small Group Renewals Timeline
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Blog
3 Post-Renewal Communication Tips to Enhance Your Value as a Benefits Broker
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Video
Workflow Track Self-paced Learning
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Video
Learning Content Tour
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Webinar
What's New Webinars - Applied Benefits Designer 2021
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Video
Benefits Listview Filters and Columns
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Video
Assigning Attachments and Activity Notes Access Levels in Security
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Video
Security: Granting & Restricting Structure Access
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eDoc
5 Epic Reports to Audit Benefits Data
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AU Course
Best Practices for Presenting with Applied Benefits Designer
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eDoc
Agency to Carrier Notice for Changes to RFP Process
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AU Course
Configuring Epic to Integrate with Applied Benefits Designer
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AU Course
Evaluating Your Benefits Data for Benefits Designer Integration
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AU Course
Small Group Quoting
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eDoc
Benefits Broker Pre-Renewal Checklist
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Help File
Configuring Epic to Auto Generate Activities from Applied Benefits Designer
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Job Aid
Applied Epic and Benefits Designer Workflow Manual
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Job Aid
Applied Epic Benefits Standard Workflows